SCP

Scoria Capital Partners Portfolio holdings

AUM $39.2M
1-Year Est. Return 6.56%
This Quarter Est. Return
1 Year Est. Return
-6.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.3M
3
+$11.6M
4
EME icon
Emcor
EME
+$10.4M
5
WTM icon
White Mountains Insurance
WTM
+$8.67M

Top Sells

1
+$23.8M
2
+$23.2M
3
+$22M
4
TXT icon
Textron
TXT
+$20.1M
5
AMP icon
Ameriprise Financial
AMP
+$15.6M

Sector Composition

1 Financials 28.55%
2 Industrials 22.73%
3 Consumer Discretionary 17.02%
4 Energy 7.25%
5 Materials 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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